Lenox Wealth Advisors’s Marsh & McLennan MMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $5K | Buy |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $0 | Sell |
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|
2020
Q4 | $4K | Sell |
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|
2020
Q3 | $23K | Hold |
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|
2020
Q2 | $22K | Hold |
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|
2020
Q1 | $17K | Sell |
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|
2019
Q4 | $1.18M | Sell |
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|
2019
Q3 | $1.35M | Buy |
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|
2019
Q2 | $26K | Buy |
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